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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,847 | $125,184-76.2% | $105,607-71.7% | $145,884-79.5% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 16.60% | 225.00%-208.4pp | 116.11%-99.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $1,886 | $3,720-49.3% | $3,167-40.4% | $4,662-59.5% |
| Participant deferral / active EE | $3,772 | $5,714-34.0% | $5,011-24.7% | $6,690-43.6% |
| Admin fee / account holder | $36 | $17,133-99.8% | $10,958-99.7% | $13,392-99.7% |